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Retirement plan advisory services
Designing plans to attract and retain talent
As an employer, you know that providing effective retirement plans isn’t just the right thing to do — it is a critical differentiator to the talented people your company needs to succeed.
Your employees need well-designed plans with appropriate investment options, strong participant education programs and outstanding customer service. Your company needs that and more — you need to work with advisors that understand your business goals, your fiduciary responsibilities and the regulatory environment in which qualified plans operate.
RSM offers employee retirement plan services to help you meet these responsibilities so you can focus on what you do best — running your business.
The SECURE Act makes changes affecting retirement benefits in qualified plans and in IRAs for both the employers and individuals.
The Act’s significant implications for individuals’ retirement and estate planning suggests that they consult with their advisors…now
IRS guidance establishes amendment deadline for 401(k) and other retirement plans to comply with new hardship distribution rules.
IRS issues guidance on voluntary employees’ beneficiary associations (VEBAs) and supplemental unemployment benefit trusts (SUBs).
The IRS issues proposed regulations to update the life expectancy tables to reflect current, longer life expectancy rates.
The federal government will expand health reimbursement arrangement (HRA) with two new options starting in 2020.
The IRS publishes applicable annual limitations and maximums for retirement plans, resulting in small increases for 2020.
With the popularity of target date funds, plan sponsors face critical decisions when determining an investment lineup.
In this issue: IRS guidance on uncashed retirement distribution checks and reasons to integrate HSAs into your company's retirement plan.
The IRS issued final regulations on the 401(k) plan hardship distribution requirements as amended by tax reform (T.D. 9875).
How does your retirement plan measure up?
To schedule a no-obligation call to discuss your current needs, contact us by phone at 800.274.3978 or
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